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Ishares Tr shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of Ishares Tr (XJH) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in Ishares Tr

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All positions including Ishares Tr held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2025-03-31 $711k 18k 39.07
2024-12-31 $759k 18k 41.84
2024-09-30 $425k 10k 42.29
2024-06-30 $397k 10k 39.57
2024-03-31 $411k 10k 41.08

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)

View all positions for Carr Financial Group Corp

Top funds holding Ishares Tr

Raymond James Financial
Eastern Bank
Mariner Wealth Advisors
Putnam Fl Investment Management
LPL Financial
Bailard
Miracle Mile Advisors
Shira Ridge Wealth Management
Koss-Olinger Consulting
Litman Gregory Asset Management
Franklin Resources
JNBA Financial Advisors
Advisory Services Network
Cary Street Partners Financial
Pensionmark Financial Group

View all funds holding Ishares Tr